Come see us at upcoming industry events

Connect with CFA Institute at leading conferences, partner forums, and society-hosted gatherings around the globe.

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CFA Institute proudly participates in premier industry events that bring together investment professionals, thought leaders, and changemakers from around the world. Whether we’re sponsoring, speaking, or partnering with CFA® Societies, these engagements reflect our commitment to advancing the investment profession through collaboration, insight, and global presence. Explore upcoming opportunities to hear from our experts, meet with our team, and engage with the broader financial community.

Upcoming events

MENA Investment Congress 2025

30 September – 1 October 2025 | Abu Dhabi

Hosted by CFA Society Emirates with support from CFA Institute, this gathering highlights next generation strategies for the digital era, featuring Brian Pisaneschi, CFA, on Bias in the Age of Agentic AI in Finance. Use code CFA20 at checkout to receive 20 percent off.

2025 Student Managed Investment Fund Conference

9–10 October | Chicago, IL

CFA Institute will sponsor SMIFC 2025, a gathering of 300+ students from 40+ schools focused on investment management education, networking, and career development. Rob Langrick, Managing Director of Credentialing at CFA Institute, will speak about the CFA® Program and how it supports students in launching successful careers in finance.

Two colleagues reviewing financial data and charts. The focus is on teamwork and analytical skills in a modern office setting with a laptop and coffee.

Quant Strats Europe 2025

14-15 October | London, UK

Dr. Joo Hee Lee, CFA, anchors two key panels at Quant Strats 2025: “Multi-Asset Strategies – Finding a Functional Risk Model for Diverse Markets” and “Leveraging AI and Machine Learning for Quant Investment.” She’ll share practical insights on risk-modelling, stress testing, and AI-driven portfolio construction. A must-attend for quant professionals.

AIMA Global Investor Forum 2025

15–16 October | Toronto, Canada

This event convenes global allocators, managers, and industry experts for practical, investor-led dialogue across asset classes and geographies. Sessions deliver diverse perspectives and actionable insights on macro trends, allocation, and investment innovation.

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P&I WorldPensionSummit

4–6 November | The Hague, Netherlands

Genevieve Hayman, Senior Research Affiliate at CFA Institute, will join a panel discussion on what institutional asset owners value most from asset managers—today and going forward. Topics include asset manager selection, decision-making bias, fee structures & new opportunities for partnership, disclosure rules & data sources, ESG data, and the growing role of AI in evaluations.

FT’s Global Wealth Management Summit

5–6 November 2025 | In-Person & Digital | London, UK

Olivier Fines, Head of Advocacy and Policy Research, EMEA, at CFA Institute, will join the panel: Private Clients Meet Private Markets – Can Investor Protections Keep Pace? CFA Institute members receive 25% off registration with code CFA25 at checkout.

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2025 Microsoft Excel Collegiate Challenge

1–3 December | Las Vegas, NV

CFA Institute is supporting the MECC 2025, a dynamic student competition that showcases spreadsheet and analytical skills.

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2025 Financial Modeling World Cup

1–3 December | Las Vegas, NV

CFA Institute is proud to sponsor the 2025 Financial Modeling World Cup. As part of our partnership, our community gets 20% off The Active Cell, a hands-on Microsoft Excel and financial modeling training camp. Compete, learn, and sharpen your skills with real-world challenges. Use code CFAINSTITUTE at checkout to save.

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